NaviPlan (Advicent) is a financial planning technology provider that offers financial planning software, compliance workflow management solutions, and superior cash flow and goal-based calculations. It helps thousands of financial professionals and their clients understand and impact their financial future.
Financial advisors need a more comprehensive and accurate view of their clients’ finances as they help them develop a financial plan for the future.
Advicent’s integration with MX allows financial advisors and clients to import account data from all their financial institutions into their financial plans in the NaviPlan client portal.
"Data is the blueprint for financial plans, and our integration with MX will enhance the planning process with more holistic insights about clients' wealth and expenses—which can be harnessed to obtain better outcomes."
Angela PecoraroChief Executive Officer
Explore how MX can help you get the most from financial data and build better money experiences for consumers.